See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,349 | $107,334-13.0% | $92,893+0.5% | $152,861-38.9% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 21.66% | 145.58%-123.9pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,432 | $4,221-66.1% | $3,653-60.8% | $4,762-69.9% |
| Participant deferral / active EE | $5,372 | $4,845+10.9% | $4,236+26.8% | $5,850-8.2% |
| Admin fee / account holder | $448 | $7,079-93.7% | $5,794-92.3% | $11,596-96.1% |